Ethos Financial Group, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1954242 KING OF PRUSSIA, PA

Position in BRK-B

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,438,076

+$3,467,814 QoQ

Shares Held

16,863

+62.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#1,444

of 4,969 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ethos Financial Group, LLC holds $8,481,469 across 2 Insurance - Diversified names. BRK-B ranks #1 (99.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRK-B	Berkshire Hathaway Inc This page	16,863	$8,438,076
2	WDH	Waterdrop Inc.	38,401	$43,393

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,438,076	16,863	+62.6%	Shares	Sole	2026-08-07
2026-03-31	$4,970,262	10,372	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$5,224,041	10,393	+6.6%	Shares	Sole	2026-01-20
2025-09-30	$4,903,223	9,753	-8.1%	Shares	Sole	2025-10-23
2025-06-30	$5,152,562	10,607	+77.9%	Shares	Sole	2025-08-06
2025-03-31	$3,175,774	5,963	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$2,612,705	5,764	+1.2%	Shares	Sole	2025-02-06
2024-09-30	$2,622,101	5,697	-1.8%	Shares	Sole	2024-11-07
2024-06-30	$2,359,440	5,800	+65.5%	Shares	Sole	2024-08-12
2024-03-31	$1,473,922	3,505	+2.7%	Shares	Sole	2024-05-08
2023-12-31	$1,217,637	3,414	-1.3%	Shares	Sole	2024-02-07
2023-09-30	$1,212,038	3,460	+8.4%	Shares	Sole	2023-11-13
2023-06-30	$1,088,472	3,192	0.0%	Shares	Sole	2023-07-19
2023-03-31	$985,593	3,192	+5.3%	Shares	Sole	2023-04-20
2022-12-31	$936,584	3,032	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.